Mei Ri Jing Ji Xin Wen·2025-09-01 15:34Core Insights - In August, various new energy vehicle brands reported significant delivery numbers, with Leap Motor leading the pack with a record delivery of 57,066 vehicles, marking a year-on-year increase of over 88% [1][2] - Leap Motor's cumulative deliveries reached 328,859 vehicles from January to August, reflecting a year-on-year growth of 136.4% [1][2] - The overall market for new energy vehicles showed a positive trend, with a total retail sales estimate of 1.1 million units in August, achieving a penetration rate of 56.7% [9][10] Company Performance - Leap Motor: Delivered 57,066 vehicles in August, with a cumulative total of 328,859 vehicles for the year, and is expected to reach 1 million cumulative deliveries by the end of the year [1][2] - Xpeng Motors: Achieved 37,709 deliveries in August, a year-on-year increase of 168.7%, with a total of 271,615 vehicles delivered from January to August [2][3] - NIO: Delivered 31,305 vehicles in August, a 55.2% year-on-year increase, with cumulative deliveries reaching 838,036 vehicles [5][6] - Xiaomi Motors: Exceeded 30,000 deliveries for the second time since its launch, with plans to expand its retail presence [6] - Li Auto: Reported 28,529 deliveries in August, with a total of 1,397,070 vehicles delivered historically [6] Market Trends - The overall retail sales of narrow passenger vehicles in August were estimated at approximately 1.94 million units, showing a month-on-month increase of 6.2% and a year-on-year increase of 2.0% [9][10] - The market is expected to perform better in September due to the traditional peak season and the implementation of various subsidies [10]